eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. 2 Rosenberg, Ph.D., Marshall B.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Fortune Financial

JANUARY 11, 2024

This foundational step ensures employees are informed about what is available from day one. Maintaining this awareness is a continuous effort; keeping all employees up-to-date with regular communication about any changes or additions to the benefits is essential.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Clever Girl Finance

JANUARY 26, 2024

Credit cards: A list of your credit cards, including information on your balances, interest rates, and monthly payment dates for each. Lastly, if student loans are a factor, look into student loan counseling. A certified counselor can analyze your finances and provide you with information on student loan repayment plans or options.

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52

Nationwide Financial

NOVEMBER 10, 2022

For more details on eligibility and how to apply for these benefits, you can send your clients to VA Aid And Attendance Benefits And Housebound Allowance for more information. Financial scams targeting veterans. This information is general in nature and is not intended to be tax, legal, accounting or other professional advice.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

Stanford BA Information and Society with a minor in psychology, a master’s in social psychology and interpersonal processes. I go, good information has nothing to do with time. What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130